05/30/2018
Codify, which launched last April, provides participants business resources and development opportunities, including office space, mentors, access to a network of partners and customers
05/30/2018
An Industry-Leading Program to Evaluate and Select Target Date Funds Gets Even Better
05/30/2018
The platform also provides a streamlined process to complete the investment subscription process making it easier to bring alternatives into investors' portfolios.
05/30/2018
Over 60 banks and 500 asset managers with more than 4,000 users in total currently use this real-time platform to create tailor-made bespoke investment solutions.
05/29/2018
The news comes as deVere release the findings of a new international poll in which it is revealed that 35 per cent of high net worth individuals are now already invested in or will make investments in cryptocurrencies before the end of 2018.
05/29/2018
The company’s CIO, Romain Decorps, said: ‘Many investors are interested in blockchain, but it is hard to find firms they trust and that are properly regulated.’
05/29/2018
This approach has the added advantage of preventing inducement across the firm.
05/29/2018
Moneyfarm uses a blend of algorithmic-based investment advice backed by a team of consultants to reassure its customer base of 27,000 active retail investors and discuss portfolio performance.
05/28/2018
8 Securities and Nomura Asset Management will launch new digital wealth management services
05/28/2018
Besides these products, New Wealth is seeking partnership via its Experience Lab with robo-advisor startups and established financial institutions to jointly create new digital wealth solutions.
05/25/2018
The website will be edited by Vicki Owen, previously a journalist at the Mail on Sunday, and will publish articles written by millennials across all parts of the business at Schroders.
05/24/2018
VR and its cousin, augmented reality, are just two of the latest gaming technologies seeping into wealth management.
05/24/2018
Already, the country's DNB bank has stopped handling cash, with Trond Bentestuen, group executive vice president of wealth management and insurance at the bank, telling local media as far back as 2016
05/24/2018
The bank focuses on providing high-end services and in-depth advice to clients around the world.
05/24/2018
Revolut says 20% of its 1.95 million customers have unlocked the crypto feature so far, and it expects more will do so thanks to the virtual tokens it’s adding.
05/24/2018
Over 150 customers and wealth managers manage 4 trillion US dollars in assets with Avaloq, helping everyone from the ultra-high net worth investor to the average saver.
05/23/2018
Pershing Advisor Solutions has powered Dakota advisors transition to the new firm platform.
05/22/2018
VR is not just for video games. Built from scratch, Fidelity collaborated with Amazon to develop its virtual reality financial agent, Cora.
05/22/2018
This enables the human adviser to evaluate the consumer’s experience and understanding of the investment risks and to garner the ‘soft facts’ which may also bear influence on the advice given.
05/22/2018
The government-supported Crypto Valley Association is now aiming to take full advantage of Switzerland’s strengths to build the world’s best blockchain ecosystem.